Work with Us

Individual Sessions

Schedule a fifteen-minute appointment so we can learn more about your finance and how we can help you. We are completely independent financial planners and coaches. We do not sell any investments or manage any money.

Our rates are hourly and packages vary based on how we work together and who you work with. We meet in NYC, CT and Westchester. We are also available via phone or skype. The next step is to setup a time to talk for about 15 minutes. Contact us to setup a 15 minute appointment.

Once we decide to work together, our customized sessions (in person in NYC or CT, over the phone or Skype) will cover:

Store

My Money Matters Kit

The My Money Matters Kit will help you conquer your money fears and gain overall financial clarity. As featured on the Today Show and recently reviewed in the New York Times! Learn more…

Teleclasses

How to Find More Money Just By Getting Organized on your OWN Schedule! Learn easy-to-implement organizing tips for finding more money in your life from two experts. Learn more…

Newsletter

Interested in 3 Ways to Whip Your Finances Into SHAPE RIGHT AWAY?

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